The convention nobody explains before handing over the vial
Insulin syringes are graduated in units on a convention that fixes 100 units to one millilitre. That convention says nothing about how much peptide is in a unit, and…
TheCompound Journal
Reporting on incretins, compounding & the peptide supply chain
Receptor biology
Selectivity, potency and efficacy are three different measurements. The trade routinely reports none of them.
The most useful thing an editor can do with a drug class this heavily covered is insist on the distinction between a mechanism and a metaphor. Appetite suppression is a metaphor. Delayed gastric emptying mediated by vagal afferent signalling and central integration in the area postrema is a mechanism. The two are related, they are not interchangeable, and the difference determines which side effects are expected, which are dose-limiting, and which resolve.
The GLP-1 receptor belongs to class B of the G-protein-coupled receptor superfamily — the secretin-like receptors — which is a structural classification with practical consequences. Class B receptors have a large extracellular domain that captures the C-terminal portion of a peptide ligand first, in what is usually described as a two-domain binding model: the extracellular domain provides affinity, and the N-terminal residues of the peptide then insert into the transmembrane bundle to provide activation.
That architecture is why these receptors are difficult small-molecule targets and why, for two decades, every marketed agonist was a peptide. It is also why the orally available non-peptide agonists now in late-stage development are genuinely notable pharmacology rather than a formulation trick: they bind a site that a peptide does not occupy in the same way, and they activate the receptor through a partially distinct mechanism.1
The consequence for a reader trying to compare molecules is that structural class predicts a great deal about route, durability and formulation, and rather less about efficacy.
When the GLP-1 receptor is activated it can couple to Gαs, raising cyclic AMP, and it can recruit beta-arrestin, which contributes to receptor internalisation and desensitisation. An agonist that favours the first over the second is described as G-protein-biased. The therapeutic argument for bias is that sustained cAMP signalling without proportionate internalisation should produce a more durable effect at the same occupancy.
The evidence for that argument is real but narrower than its popularity suggests. Bias is measured in transfected cell systems at receptor densities that bear no relationship to a beta cell or a vagal afferent, and the translation from a bias factor in vitro to a clinical difference in vivo has been demonstrated convincingly for very few ligands.2 The Journal’s position is that bias is a legitimate and probably important variable, that it is one of several plausible explanations for the differences observed between molecules, and that anybody presenting it as the explanation is ahead of the data.
Long-term receptor pharmacology at the exposure durations now being contemplated exceeds the durations that have been studied. That is not an alarming statement and it is not a trivial one, and it should be made in both registers at once.
Almost every piece of bad advice about this drug class is a mechanistic error with a practical conclusion attached.
Marguerite Vasseur, Deputy Editor, ScienceThree quantities are routinely conflated in discussions of this class. Affinity is how tightly a ligand binds, usually reported as a dissociation constant. Potency is the concentration producing half-maximal response, reported as an EC50. Efficacy is the maximal response achievable, reported relative to a reference agonist. A molecule can be more potent and less efficacious than another, and a molecule can bind a second receptor with high affinity and produce almost no response there.
Selectivity is the ratio of activities across receptors, and it is where the current pipeline diverges most sharply. Reported GIP-to-GLP-1 activity ratios for dual agonists vary by more than an order of magnitude between molecules; glucagon receptor arms in triple agonists vary similarly. Those ratios are properties of the sequence and they are not adjustable by dose. Two molecules with different ratios are different drugs at every dose, which is the reason head-to-head trials cannot be replaced by cross-trial comparison.3
| Molecule | Durability strategy | Approx. half-life | Route |
|---|---|---|---|
| Exenatide (BID) | Exendin-4 backbone, DPP-4 resistant | 2.4 h | Subcutaneous |
| Liraglutide | C16 acylation, albumin binding | 13 h | Subcutaneous |
| Dulaglutide | Fc fusion | ≈5 days | Subcutaneous |
| Semaglutide | Aib8 substitution + C18 diacid acylation | ≈7 days | Subcutaneous / oral |
| Tirzepatide | Aib substitution + C20 diacid acylation | ≈5 days | Subcutaneous |
| Orforglipron | Non-peptide, hepatic clearance | ≈29–49 h | Oral |
| Half-lives are population means from labelling and published pharmacokinetic studies; individual values vary substantially with renal function and body weight. | |||
Three engineering strategies account for essentially every long-acting agonist on the market. The first is substitution at the DPP-4 cleavage site: replacing the alanine at position 8 with a residue the enzyme cannot process removes the fastest route of degradation. The second is acylation with a fatty-acid chain, which promotes reversible binding to serum albumin; albumin-bound drug is protected from renal filtration and enzymatic attack, and dissociates slowly to provide a circulating depot. The third is fusion to a large carrier — an immunoglobulin Fc fragment, for instance — which raises the hydrodynamic radius above the glomerular filtration threshold.
Semaglutide uses the first two, with a C18 diacid linked through a spacer. Liraglutide uses a shorter C16 chain and achieves roughly thirteen hours rather than seven days, which is a useful demonstration of how much the chain contributes. Dulaglutide takes the fusion route. The strategies are not interchangeable and they produce different distribution and clearance behaviour, not merely different durations.4
An orally bioavailable small molecule that activates a class B GPCR was, for a long time, considered close to impossible. The current crop of non-peptide GLP-1 receptor agonists achieves it by binding a site that overlaps only partially with the peptide binding pocket, stabilising an active conformation without the two-domain capture mechanism.
Pharmacologically this matters for three reasons. Absorption does not depend on a permeation enhancer, so bioavailability is far less variable and far less dependent on fasting state than oral semaglutide’s. Elimination is hepatic rather than largely renal and proteolytic, which changes the interaction profile. And potency at the receptor is achieved without a fatty-acid albumin depot, so the concentration-time profile looks like a conventional small molecule rather than a peptide. None of this predicts efficacy; all of it predicts a different practical drug.
Species matters. A receptor-level finding established in rodent tissue does not transfer cleanly, and several mechanistic claims still in circulation rest on preparations that were never human. The preparation is part of the result.
Everything above is drawn from the peer-reviewed pharmacology and clinical literature and from regulatory assessment reports, which are more informative than the papers on questions of dose selection and exposure. Where a claim rests on in-vitro work in transfected cells, this piece says so, because the translation of such work to human physiology has failed often enough in this field to deserve a standing caveat.
Where the Journal reports a trial number it states the estimand behind it, because the treatment-policy and trial-product estimands differ by two to three percentage points in the obesity programmes and the difference is routinely lost in secondary coverage. Nothing here is a recommendation, and none of the compounds discussed as research chemicals are approved for human use.
Agonist: a ligand that binds a receptor and produces a response. Full agonist: one producing the maximal response the system permits. Partial agonist: one producing less than maximal response even at full occupancy. Analogue: a molecule structurally derived from a natural ligand. Mimetic: a molecule reproducing a natural ligand’s effect without structural derivation.
Orthosteric site: the binding site the natural ligand occupies. Allosteric site: a distinct site whose occupancy modulates activity at the orthosteric one. Biased agonism: preferential activation of one downstream pathway over another. Tachyphylaxis: diminishing response to repeated administration. Steady state: the condition in which the rate of drug entering the body equals the rate leaving it.
Precision here is not pedantry. Several of the arguments this publication receives by post turn out, on inspection, to be disagreements about which of these words the writer meant.
The Journal will keep reporting this department from the primary literature and the regulatory assessment reports, and will keep stating when a claim rests on transfected cells rather than on people. Readers who think a paragraph here has outrun its evidence should write in; the standards desk reads every such letter and the correction log records what came of it.
Selected from correspondence received on this article. Writers are identified by initial, surname and city, verified before printing. Replies are from the desk that filed the piece or from the standards editor. Write to letters@compoundjournal.com.
Constitutive activity of the receptor is measurable and rarely reported, and it changes how a partial effect should be interpreted. It is one of several parameters that would need to be held constant for any cross-paper comparison to mean anything.
— Z. Karadzic, Novi Sad
Signalling downstream of this receptor branches, and a compound can favour one branch. Where a paper reports a single potency it has reported one branch and left the reader to assume the others follow.
— R. Perreault, Trois-Rivières, QC
One readout is one branch, and the assumption that the others follow it is precisely what the biased-signalling literature exists to test.
I have been on treatment for fourteen months and stopped losing weight at month eleven. Your piece says this is energy balance rather than receptor desensitisation. I would find that easier to accept if anybody had explained it to me at the start rather than after I had spent two months assuming the drug had stopped working.
— L. Braithwaite, Wellington
That is a fair criticism of the field rather than of this article, and we take the point about timing. The plateau is predictable and predicted; it is very rarely mentioned before it happens.
Multi-receptor compounds are described as though adding a target necessarily adds effect. The published ratios differ enormously between molecules, and a compound with a weak second activity is closer to a single-target agent than the label suggests.
— R. Devaney, Ballarat, VIC
The ratio is the design, and it is the number least often quoted. Two compounds described identically can have very different balances between their activities.
Nothing in receptor pharmacology predicts who will respond, and the between-individual spread in the trials is wide. Until there is a marker that identifies a responder in advance, the pharmacology explains the average and is silent about the person.
— H. Steinmetz, Basel
Insulin syringes are graduated in units on a convention that fixes 100 units to one millilitre. That convention says nothing about how much peptide is in a unit, and…
We give background rates alongside trial rates, because an event occurring during treatment is not thereby caused by it.
The gap between a defensible recommendation and a confident one is where most of the harm in this subject lives.
What the pharmacokinetic data supports about dose timing, missed doses and interruption.
Head-to-head data exists for some of these comparisons and not for others. This piece says which.
This is the single interaction with ordinary medical care that patients most need to disclose, and it is the one most often not asked about.